Harrison & CO Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 18,807 shares of XLRE stock, worth $720,308. This represents 0.68% of its overall portfolio holdings.
Number of Shares
18,807
Previous 21,837
13.88%
Holding current value
$720,308
Previous $786,000
11.7%
% of portfolio
0.68%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
741Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$936 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$721 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$199 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$140 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$112 Million2.23% of portfolio